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Master Your Sales with the Ultimate Dashboard Guide

Madhuri Gourav
March 27, 2024
 mins read

Last modified on

Remaining well-informed and adaptable is crucial within the sales sector. Sales dashboards play a vital role in this aspect, providing visualized sales data to aid leaders in making informed decisions. With many sales dashboard examples, selecting those most aligned with your organization's requirements becomes imperative.

Here, we explore five types of powerful sales dashboards that are indispensable for sales leaders.

Unfold sales success with compelling dashboard insights.

Why are Sales Dashboards Important?

Sales dashboards are pivotal in a business's strategic and operational framework. They are tools for visualization and crucial instruments for decision-making, performance tracking, and strategic planning

Here's why sales dashboards are essential,

1. Enhanced Decision-Making: Sales dashboards consolidate data from various sources, enabling leaders to make informed decisions quickly by identifying successful strategies and areas needing attention.

2. Real-Time Performance Tracking: A sales performance dashboard offers real-time revenue, volume, and growth data, enabling sales leaders to track progress, identify trends, and adjust strategies proactively.

3. Customization and Flexibility: Provide customizable sales dashboards, enabling businesses to focus on specific needs like regional sales, product performance, or team efficiency.

4. Accessible and Shareable Insights: Sales dashboard templates standardize sales data reporting and sharing across the organization, ensuring consistent access for all, from executives to sales reps, and promoting a cohesive sales management approach.

5. Data-Driven Culture: Sales dashboards foster a data-driven culture, enhancing decision-making and efficiency in daily operations and long-term organizational strategies.

6. Visual Impact: Sales dashboard images and visualizations enhance data accessibility and understanding by quickly visualizing trends and outliers, enabling quick comprehension of complex data.

7. Strategic Planning and Forecasting: Sales dashboards offer historical data and trend analysis, which are crucial for accurate forecasting and strategic planning and enable businesses to set realistic goals and devise strategies in line with market dynamics.

Sales dashboards are essential for decision-making and data-driven culture, providing detailed performance tracking, interactive capabilities, customizable templates, and visually appealing dashboard images.

What Should a Sales Dashboard Include?

A well-designed sales dashboard should include various elements to provide comprehensive insights into the sales process, performance, and outcomes. 

Here are key components that should be included in a sales dashboard, 

1. Key Performance Indicators (KPIs): Track sales revenue, conversion rates, average deal size, and sales cycle length to monitor growth, identify trends, optimize sales funnel effectiveness, and identify potential opportunities.

2. Sales Pipeline Metrics: The report tracks new opportunities, evaluates sales effectiveness by comparing deals won to those lost, and provides a snapshot of potential revenue in the sales pipeline.

3. Historic Sales Data: Assess year-over-year growth by comparing sales performance to previous periods and identifying seasonal trends to improve planning and forecasting.

4. Sales Team Performance: Highlight individual sales metrics for team members to promote accountability and motivation and use competitive visuals on leaderboards to foster a performance-driven culture.

5. Customer and Product Insights: Display sales performance by different customer segments or demographics while tracking sales by product or service to identify high performers and underperformers.

6. Geographical Sales Data: Visualize sales distribution and performance across different regions or territories to pinpoint areas of opportunity or concern.

7. Interactive Elements and Visualizations: Drill-down capabilities enable users to delve deeper into data for granular analysis. At the same time, dynamic filters allow users to customize views based on specific criteria or time frames.

8. Forecasting and Predictive Analytics: Include predictive models to forecast future sales based on historical data and trends, aiding in strategic planning and target setting.

9. Integration and Real-Time Data: Ensure the dashboard can integrate data from various sources (like CRM, ERP, and marketing platforms) and update in real time to provide current insights.

10. Customization and Scalability: Provide options to customize the dashboard to cater to the specific needs of different users or departments within the organization.

Tailoring sales dashboard components to specific team needs and goals provides valuable insights, strategic decision-making, and action across all sales organization levels.

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5 Essential Sales Dashboard Types Every Sales Leader Needs

Stages of sales pipeline
Stages of sales pipeline

1. Overall Sales Performance Dashboard

A sales performance dashboard provides a comprehensive view of your team's sales activities. It includes key performance indicators (KPIs) like total sales, sales growth, and average deal size. This dashboard is essential for sales leaders who need a quick overview of their team's performance over a specific time.


  • Monitors overall sales health.
  • Identifies trends and patterns in sales performance.
  • Helps in setting and tracking sales goals.

2. Individual Sales Rep Dashboard

An individual sales rep dashboard focuses on each salesperson's performance. It tracks metrics such as the number of deals closed, average deal size, and sales pipeline health for individual team members.


  • Offers personalized insights for coaching and development.
  • Encourages healthy competition among sales reps.
  • Enables targeted support where needed.
Agent performance dashboard
Agent performance dashboard

3. Sales Pipeline Dashboard

The sales pipeline dashboard provides visibility into the various sales process stages. It helps understand how potential deals flow from initial contact to closing.


  • Identifies bottlenecks in the sales process.
  • It helps in forecasting revenue.
  • Enables effective management of the sales pipeline.

4. Sales Opportunity Dashboard 

A sales opportunity dashboard is a specialized tool used to track and analyze sales opportunities within an organization's pipeline, visually representing potential sales.


  • It helps in allocating resources and efforts to the most promising opportunities.
  • Enables monitoring of individual and team performance in nurturing and closing opportunities.
  • Offers data-driven insights to refine sales tactics and strategies for better engagement and conversion.

5. Geographical Sales Dashboard

A geographical sales dashboard visualizes sales data across different regions or territories. It helps in understanding market trends, regional performance, and potential areas for market expansion.


  • Provides insights into regional sales performance.
  • Aids in strategic planning for market expansion.
  • It helps in allocating resources efficiently.

Best Sales Dashboard Examples

When looking for the best sales dashboard examples, it's crucial to consider how they align with your business objectives and the insights you wish to gain.

Here, we explore standout examples across different platforms and use cases, highlighting their relevance to sales performance.

1. Coca-Cola: Sales and Distribution Dashboards

Coca-Cola utilizes advanced sales and distribution dashboards to monitor global network performance, market penetration, and efficiency, enabling informed decisions on distribution routes, promotional strategies, and inventory management.

Key Takeaways:

  • Real-time tracking of global sales and distribution networks.
  • Strategic decision-making based on comprehensive data analysis.

2. Amazon: E-commerce Sales Dashboards

Amazon uses advanced sales dashboards to monitor sales, customer behavior, and inventory levels, enabling the company to predict demand and customize product offerings, thereby maintaining its competitive edge in e-commerce.

Key Takeaways:

  • Detailed insights into customer purchasing behavior.
  • Data-driven inventory and product recommendation strategies.

3. Salesforce: CRM-Integrated Sales Dashboards

Salesforce offers integrated sales dashboards for businesses to track sales pipelines, customer interactions, and performance metrics. These dashboards enable real-time data visualizations and effective lead prioritization.

Key Takeaways:

  • Customizable dashboards tailored to business needs.
  • Enhanced sales pipeline management and lead prioritization.

4. Convin: Agent Dashboard for Lead Score

Convin is a cutting-edge sales analytics platform that leverages AI to provide actionable insights through its comprehensive sales dashboards. It helps teams optimize their sales strategies and improve performance.

Key Takeaways:

  • Convin's use of AI offers deep analytical insights into sales calls and customer interactions, enabling more informed strategic decisions.
  • The platform provides real-time data integration and analysis, allowing sales teams to respond swiftly to market changes and performance metrics.

5. Microsoft: Power BI for Sales Analytics

Businesses use Microsoft Power BI to create comprehensive sales dashboards. It integrates data from various sources, enabling companies to track sales growth and customer engagement metrics.

Key Takeaways:

  • Integration of data from various sources for a complete sales overview.
  • In-depth analysis for strategic decision-making and performance optimization.

Sales dashboards are utilized by renowned brands across industries to drive strategic decisions, optimize operations, and maintain a competitive edge, providing adaptable and deep insights.

Sales Success with Convin's Advanced Dashboard Tools

Convin, a sales analytics platform, offers a suite of tools that can significantly enhance the capabilities of sales leaders. Its sales dashboards provide deep insights and actionable intelligence. 

Convin's tools can help sales leaders in the following ways, as they complement the main features of sales dashboards:

1. Comprehensive Sales Performance Dashboards: Convin's platform provides a comprehensive sales performance dashboard, aggregating data across various interactions, enabling sales leaders to monitor, set benchmarks, and identify trends.

2. Customizable Dashboard Templates: Convin offers customizable sales dashboard templates, allowing sales leaders to track key metrics like lead conversion rates, sales rep activity, and customer interaction trends.

3. Real-Time Insights and Alerts: Convin offers sales leaders real-time insights and alerts, enabling them to respond promptly to emerging trends, address potential issues, and capitalize on immediate opportunities.

4. AI-Driven Analysis: Convin employs AI to analyze sales calls and meetings, providing deeper insights beyond traditional metrics and enabling sales leaders to make strategic decisions.

5. Sales Coaching and Development: Convin provides sales coaching tools based on actual sales interactions, assisting sales leaders in developing targeted programs to enhance individual performance and team effectiveness.

Convin's suite of tools provides sales leaders with real-time data, AI-driven insights, and customizable features, enhancing performance tracking, strategy optimization, and sales effectiveness, unlike other platforms.

Sales performance management
Sales performance management

Strengthen Sales Strategy with Dynamic Dashboards

Utilizing sales dashboards can improve decision-making and performance tracking, enabling sales leaders to understand sales dynamics, drive teams, and stay competitive.

With Convin's sales dashboards, you gain a tool for monitoring sales performance and a strategic partner that offers actionable insights and recommendations, driving your sales team's efficiency and effectiveness. 

Discover the transformative impact of Convin's sales dashboards on your sales strategy. Request a demo today to explore how Convin can tailor its advanced analytics and dashboard tools to your unique business needs, empowering you to lead your sales team to new heights of success.


1. What should a sales dashboard include?
A sales dashboard should include key performance indicators (KPIs), sales pipeline metrics, historical data, team performance stats, customer insights, and interactive visualizations.

2. Which dashboard would help you track your organization's overall performance?
An overall sales performance dashboard would help track your organization's performance, showcasing total revenue, growth rates, and market share metrics.

3. What is a sales KPI dashboard?
A sales KPI dashboard is a tool that visualizes key performance indicators relevant to the sales process. It helps teams monitor and achieve specific sales objectives.

4. What is a sales performance dashboard?
A sales performance dashboard provides a comprehensive view of all sales activities and results, offering insights into the effectiveness and outcomes of the sales strategy.

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